MCBVX
Price
$29.40
Change
+$0.11 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
VMVIX
Price
$65.92
Change
+$0.16 (+0.24%)
Updated
Jul 3 closing price
Net Assets
29.95B
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MCBVX vs VMVIX

Header iconMCBVX vs VMVIX Comparison
Open Charts MCBVX vs VMVIXBanner chart's image
MFS Mid Cap Value B
Price$29.40
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets17.33B
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
MCBVX vs VMVIX Comparison Chart in %
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MCBVX vs. VMVIX commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MCBVX is a Buy and VMVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. MCBVX (17.3B). VMVIX pays higher dividends than MCBVX: VMVIX (2.14) vs MCBVX (0.00). MCBVX was incepted earlier than VMVIX: MCBVX (24 years) vs VMVIX (19 years). MCBVX (1.75) is less costly to investors than VMVIX (0.19). MCBVX is a more actively managed with annual turnover of: 27.00 vs. VMVIX (19.00). MCBVX has a lower initial minimum investment than VMVIX: MCBVX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 12.13 vs. MCBVX (-0.24). VMVIX return over 5 years is better than : 76.99 vs. MCBVX (53.99).
MCBVXVMVIXMCBVX / VMVIX
Total Expense Ratio1.740.19916%
Annual Report Gross Expense Ratio1.750.19921%
Fund Existence24 years19 years-
Gain YTD2.5463.57471%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B29.9B58%
Annual Yield % from dividends0.002.14-
Returns for 1 year-0.2412.13-2%
Returns for 3 years16.0028.4756%
Returns for 5 years53.9976.9970%
Returns for 10 years52.1488.0459%
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